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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Terry D who wrote (10382)	6/12/2002 11:13:11 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 10921

Terry, I had just posted the same comments on the Intel thread. Yes, there may be no evidence of a turn, but that's the nature of turns. You never see them coming. Remember how confident in the end demand these companies were at the top? They were so confident in end demand that they built their inventories in fear that there would be shortages! Now we have the opposite situation. You have inventories very low and no one willing to risk holding anything they may get stuck with. The simple act of cessation of liquidation increases demand throughout the pipeline. Any "unseen" increase for final product will very rapidly flow through the pipeline. And when you get companies building for higher sales, you get the opposite effect. It's the textbook inventory cycle.

To: Terry D who wrote (10382)	6/12/2002 11:32:12 AM
From: James R.Gross	Read Replies (1) \| Respond to of 10921

I for one am a believer in the turn in the industry that is about to happen. I have seen a company like SFAM getting orders for copper equipment. When this happens there will be a big turn for those chips. Then the chips in our computers will all be behind,again. SFAM has been getting quite a few orders for this type of equipment from different countries. I checked in I-Watch on Lycos board and SFAM had 75% inst. buying. Very small retail. What about the improving Book to Bill ratio. I looked back at the last period that this ratio went above 1, then saw the equipment stocks start coming out of there base and improving as the number increased. We shall see next week. I hope this market can survive until then. Jim